Andrew Chen

@andrewchen

General Partner at Andreessen Horowitz . Prev: Growth . Newsletter: .

San Francisco, CA
andrewchen.co
Joined April 2007
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  1. Pinned Tweet
    Aug 4

    What is your least popular but deeply held opinion on tech/startups?

    610 replies 231 retweets 1,318 likes
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  2. Oct 7

    Resonates. My attempt at a tech equivalent: “Small minds discuss apps, average minds discuss metrics (funding/revenue/MAUs), great minds discuss the future.” Who has a better one?

    3/ Inspiration from 2 sources a) Quote "small minds discuss people, average minds discuss events, great minds discuss ideas" ( = y axis) b) Richard Hamming idea in of scheduling "Great Thoughts" calendar time in You and Your Research
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    11 replies 47 retweets 224 likes
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  3. Oct 7

    Love this. Especially the photos of the progression of tech. Related - The Master Switch” by is an awesome retelling of the AT&T story. Worth reading for anyone interested in network effects!

    I bought a 1964 AT&T pamphlet.
    1 reply 14 retweets 68 likes
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  4. Oct 6

    Scooters go global! Go go!

    Other than leading in France App Store travel category (#1), we are topping a few other European countries in the past week! Austria (#1); Czech (#2); Denmark (#5); Portugal(#2); Spain (#4)... can’t wait to continuously bring Lime to all over the world!!!
    5 replies 9 retweets 82 likes
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  5. Oct 5

    Provocative theory from my colleague

    1/ Theory: esports is to traditional sports as ecommerce is to brick & mortar retail. 3 similarities. 1 difference. Thread 👇
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    6 replies 24 retweets 97 likes
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  6. Oct 5

    Lots of other interesting tidbits in the memo. Worth reading!

    2 replies 1 retweet 9 likes
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  7. Oct 5

    It wasn't that long ago that Snap came out publicly against growth hacking. Today: "There are three primary ways that we are working on growing rev: 1) Increasing DAU and engagement, 2) Improving measurement and optimization and 3) Increasing the number of active advertisers."

    1 reply 5 retweets 27 likes
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  8. Oct 5

    As I've noted before, in the industry we tend to talk about network effects as if they are binary. They aren't! This stat from Snap shows a clear datapoint - the first couple close friends matter most, then it's an S-curve. More on this topic:

    1/ We all often talk about network effects in tech products like they're binary: Products are said to either "have" network effects, or they don't. I think we’re missing a lot of nuance that way.
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    1 reply 3 retweets 23 likes
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  9. Oct 5

    There's a nice discussion of moats and network effects. In particular: "Your top friend in a given week contributes 25% of Snap send volume. By the time you get to 18 friends, each incremental friend contributes less than 1% of total Snap send volume each." It's an S-curve!

    2 replies 2 retweets 6 likes
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  10. Oct 5

    Pretty interesting metrics throughout: "Today, on average, Snapchatters create 16 Snaps every day, far beyond our original goal!" Wow! Really a messaging product. I've seen stats for SMS/texting that's around 30 sent+received per day, so this is about the same

    1 reply 7 likes
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  11. Oct 5

    Fun read on Snap's 2019 plans: Snap’s goals for 2019 What went wrong with the redesign New designs of its Discover section, which shows content from professional media cos and celebs Competitive threats The growth challenges Snap faces around the world

    2 replies 15 retweets 60 likes
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  12. Oct 5

    Perspectives from celebs trying to break into the tech world: Priyanka Chopra Is a Tech Investor, Too via

    2 replies 5 retweets 24 likes
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  13. Oct 4

    bye bye 😢. Just got the official email!

    5 replies 3 retweets 26 likes
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  14. Oct 4

    excited for my ex-Uber colleague Andrew Chapin on his new company Basis

    4 replies 6 retweets 63 likes
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  15. Oct 3

    Also baby shark dance with 1.7B views. Poor parents who have had to watch this dozens of times w their kids. Hat tip

    3 replies 1 retweet 16 likes
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  16. Oct 3

    If y'all have cool charts on video or links to share, I'd love to see them! @ me.

    6 replies 1 retweet 9 likes
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  17. Oct 3

    One of the theories I have is that any product that naturally produces video as you use it will automatically become more successful, because the underlying video platform is big. That's the reason why gaming/esports is so big

    9 replies 19 retweets 72 likes
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  18. Oct 3

    At the same time, Instagram is doing way more video. I couldn't find many charts, but I'm sure it's omg. And Facebook video. And Twitch. Wish I could find a clean chart showing all of these, I'm sure it would be impressive

    1 reply 1 retweet 6 likes
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  19. Oct 3

    Obviously there's a ton going on here. The platform is getting very big. But also there's a lot more content, and things are ultra-competitive. There's a nice chart here showing that 560+ hours of content is getting uploaded to YouTube every minute.

    1 reply 4 retweets 19 likes
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  20. Oct 3

    In contrast Gangnam style took 5 YEARS to get there. Here's the writeup from the official YouTube Trends blog:

    3 replies 3 retweets 15 likes
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  21. Oct 3

    I'm doing research for a new presentation, and TIL that "Despacito" has hit 5.5 BILLION views. Holy shit. And the first 3 billion happened in a mere 204 days.

    8 replies 7 retweets 79 likes
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